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| Provider | Service type | Compensation |
|---|---|---|
FIRST ACTUARIAL CONSULTING, INC.7+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $161,579 |
PATRICIA DEPASCALE7+ years Service code 30 · EIN 23-7356773 | Employee (plan); Direct payment from ... | $100,930 |
SLEVIN & HART, P.C.7+ years Service code 29 · EIN 52-1708613 | Legal | $50,840 |
MSPC4 years Service code 10 · EIN 22-2951202 | Accounting | $38,375 |
BURTON ENRIGHT WELCH7+ years Filed as: BURTON TREBOUR Service code 20 · EIN 23-7356773 | Employee (plan); Direct payment from ... | $30,106 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $20,466 |
BRUCE LIBERTI2 years Service code 49 · EIN 47-2017978 | Other Services | $7,475 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | 153.92% | -7.28%+161.2pp | 22.50%+131.4pp | -14.65%+168.6pp |
| Employer contribution / active EE | $23,994 | $42,083-43.0% | $33,849-29.1% | $46,321-48.2% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |